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Donna R Barnhill

Tucker Asset Management LLC

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About Donna R Barnhill

Donna Barnhill is an Investment Advisor Representative at Tucker Asset Management LLC, a registered investment advisor with the SEC. Donna has been in the financial services industry since 2013 and has experience in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Donna is licensed in Kentucky and holds the Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. Donna is also a certified bookkeeper and owns her own bookkeeping business. She is passionate about helping individuals reach their financial goals.

Firm Information

Donna Barnhill is currently registered with Tucker Asset Management LLC. Tucker Asset Management LLC is a registered investment advisor based in Littleton, Colorado. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. With 78 licensed agents and a focus on client relationships, Tucker Asset Management has over $476 million in regulatory assets under management.
Tucker Asset Management LLC

1520 WEST CANAL COURT

LITTLETON, CO 80120

$476.48M

Assets Under Management

Not reported

Total Clients

69

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Shares in fees paid to third party investment advisers

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Donna Barnhill’s Registration & Firm History

KY

09/06/2022 - Present

Tucker Asset Management LLC (Georgetown KY)

KY

12/22/2014 - 09/01/2022

TRANSAMERICA FINANCIAL ADVISORS, INC (LEXINGTON KY)

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Licenses & Designations

IA

Issued 08/07/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/03/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donna R Barnhill.
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